Financial Partners Group (Kansas)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-140,682
| Closed | -$7.06M | – | 168 |
|
|
2023
Q2 | $7.06M | Buy |
140,682
+21,523
| +18% | +$1.08M | 1.43% | 24 |
|
|
2023
Q1 | $6.02M | Buy |
119,159
+32,497
| +37% | +$1.64M | 1.34% | 23 |
|
|
2022
Q4 | $4.35M | Buy |
+86,662
| New | +$4.35M | 0.96% | 28 |
|
|
2021
Q4 | – | Sell |
-126,160
| Closed | -$6.89M | – | 164 |
|
|
2021
Q3 | $6.89M | Buy |
126,160
+6,416
| +5% | +$351K | 1.62% | 17 |
|
|
2021
Q2 | $6.56M | Buy |
119,744
+1,145
| +1% | +$62.8K | 1.69% | 16 |
|
|
2021
Q1 | $6.49M | Sell |
118,599
-2,313
| -2% | -$126K | 1.84% | 17 |
|
|
2020
Q4 | $6.67M | Sell |
120,912
-1,055
| -0.9% | -$58.2K | 1.99% | 16 |
|
|
2020
Q3 | $6.7M | Buy |
121,967
+17,034
| +16% | +$935K | 2.3% | 14 |
|
|
2020
Q2 | $5.74M | Buy |
+104,933
| New | +$5.74M | 2.24% | 15 |
|